Enzi Wealth’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $582K | Sell |
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|
2025
Q2 | $552K | Sell |
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|
2025
Q1 | $484K | Hold |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $477K | Buy |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $552K | Sell |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $407K | Buy |
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